Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content

The Swiss Illusion: Strong Fundamentals, Weak Momentum

by Mathieu Savary, Chief Strategist, Developed Markets ex US & Head of Research Innovation  

Switzerland looks pristine, but the near-term risks are mounting. Deflation pressures, overvalued assets, and a highly exposed export sector leave the economy vulnerable to a slowdown. This report explores why the SNB will ease more than markets expect, and how to position across CHF, equities, and bonds.

Interested in reading this report?

To access the full BCA Research report, request a complimentary copy

BCA Research | European Investment Strategy

Your exclusive gateway to European macro and market insights, now essential for investors eyeing Europe.

Stay Connected with BCA

Get our latest events and research insights delivered to your inbox.